TMS Dashboard
Talent Management System — Period: Q2 2026
TMS Activity
Monthly movement
Calls
Emails
Meetings
Total Revenue
$2.46M
▲ +15.3%Pipeline Value
$4.83M
▲ +22.1%Win Rate
34.2%
▲ +2.1ppActive Customers
1,847
▲ +9.3%Avg Deal Size
$14.3K
▲ +5.8%CLV
$48.6K
▲ +12.4%Churn Rate
2.1%
▼ -0.4ppMRR
$128K
▲ +8.7%TMS Metrics Matrix
Key indicators across all categories
Total Revenue
$2.46M ▲ 15.3%
Pipeline Value
$4.83M ▲ 22.1%
Win Rate
34.2% ▲ 2.1pp
Customers
1,847 ▲ 9.3%
Avg Deal Size
$14.3K ▲ 5.8%
CLV
$48.6K ▲ 12.4%
Churn Rate
2.1% ▼ 0.4pp
MRR
$128K ▲ 8.7%
Leads
2,450 ▲ 18%
Deals
640 ▲ 12%
Conversion
4.7% ▲ 0.8%
CSAT
4.2 ▲ 0.3
Contacts
3,250 ▲ 14%
NPS Score
72 ▲ 5pts
Avg Cycle
62 days ▼ 3d
Response Time
2.4hrs ▼ 0.3
SLA
94.2% ▲ 2.1%
Email Open
24.5% ▲ 2.3%
Campaigns
24 ▲ 4
Enterprise
35% rev share
Revenue Trend
Monthly revenue vs target
Lead Sources
By category this period
Pipeline Summary
As of June 30, 2026
Total Pipeline
$4.83M
Closed Won
$1.35M
Avg Deal Size
$14.3K
Deal Stages
Pipeline by stage
Prospecting
1,225
Qualified
640
Negotiation
156
Closed Won
89
TMS Overview
Key Metrics
Total Revenue
$2.46M
▲ +15.3%Pipeline Value
$4.83M
▲ +22.1%Customers
1,847
▲ +9.3%Win Rate
34.2%
▲ +2.1ppRecent Deals
Latest opportunities
| Date | Deal# | Description | Value | Stage | Status |
|---|---|---|---|---|---|
| Jun 30 | JV-2026-0421 | Monthly revenue recognition | $284,500 | $284,500 | Posted |
| Jun 29 | JV-2026-0420 | Depreciation - June | $42,800 | $42,800 | Posted |
| Jun 28 | JV-2026-0419 | Payroll accrual | $186,200 | $186,200 | Posted |
| Jun 27 | JV-2026-0418 | Tax provision - PPh 21 | $38,400 | $38,400 | Pending |
TMS Activity
Real-time sales updates
Invoice Paid — INV-2026-0882
💰 $24,500 · Vendor: TechDistrib · Net 30
12 min ago
Payment Received — Customer: MegaCorp
📥 $86,200 · Invoice INV-2026-0741
35 min ago
Journal Posted — Depreciation June
📋 $42,800 · Fixed Assets depreciation
1 hour ago
Tax Filing — PPh 21 June
🧾 $38,400 · Filing prepared for submission
2 hours ago
Conversion Metrics
Q2 2026 performance
Leads→MQL
$12.4M / $12.0MMQL→SQL
$4.6M / $4.5MSQL→Won
$6.8M / $7.2MOverall CVR
$2.8M / $2.5MTop Performers
This quarter ranking
Sarah M.
$420K 48%
James C.
$385K 42%
Alex L.
$312K 38%
Emma P.
$278K 35%
Support Metrics
Customer service KPIs
Open Tickets
Monthly employee tax
Avg Response
Monthly VAT return
CSAT Score
Corporate income tax
Resolution Time
Corporate tax return
Lead Overview
As of Jun 30, 2026 · Top sources
| Source Code | Source Name | Leads | Conversion |
|---|---|---|---|
| 1-1000 | Cash & Bank | $5,200,000 | — |
| 1-2000 | Accounts Receivable | $4,600,000 | — |
| 1-3000 | Inventory | $3,800,000 | — |
| 1-4000 | Fixed Assets - Net | $3,400,000 | — |
| 2-1000 | Accounts Payable | — | $1,800,000 |
| 2-2000 | Accrued Expenses | — | $1,200,000 |
| 2-3000 | Tax Payable | — | $580,000 |
| 3-1000 | Retained Earnings | — | $8,420,000 |
| 3-2000 | Common Stock | — | $2,000,000 |
| 3-3000 | Additional Paid-in Capital | — | $1,500,000 |
| 1-5000 | Prepaid Expenses | $420,000 | — |
| 1-6000 | Short-term Investments | $950,000 | — |
| 1-7000 | Marketable Securities | $780,000 | — |
| 2-4000 | Notes Payable (Short) | — | $450,000 |
| 2-5000 | Deferred Revenue | — | $320,000 |
| 2-6000 | Wages Payable | — | $275,000 |
| 2-7000 | Interest Payable | — | $98,000 |
| 2-8000 | Dividends Payable | — | $150,000 |
| 1-8000 | Land & Buildings | $2,600,000 | — |
| 1-9000 | Equipment & Machinery | $1,850,000 | — |
| 1-9100 | Vehicles | $620,000 | — |
| 1-9200 | Furniture & Fixtures | $340,000 | — |
| 1-9300 | Computer Equipment | $480,000 | — |
| 2-9000 | Long-term Debt | — | $2,400,000 |
| 2-9100 | Bonds Payable | — | $1,600,000 |
| 2-9200 | Lease Obligations | — | $850,000 |
| 2-9300 | Pension Liability | — | $420,000 |
| 3-4000 | Preferred Stock | — | $500,000 |
| 3-5000 | Treasury Stock | $200,000 | — |
| 4-1000 | Revenue - Product A | — | $5,600,000 |
| 4-2000 | Revenue - Product B | — | $3,800,000 |
| 4-3000 | Service Revenue | — | $2,100,000 |
| 4-4000 | Interest Income | — | $320,000 |
| 5-1000 | COGS - Product A | $2,800,000 | — |
| 5-2000 | COGS - Product B | $1,900,000 | — |
| 6-1000 | Salaries & Wages | $2,400,000 | — |
| 6-2000 | Rent & Utilities | $680,000 | — |
| 6-3000 | Marketing & Advertising | $520,000 | — |
| 6-4000 | Depreciation Expense | $310,000 | — |
| 6-5000 | Insurance Expense | $180,000 | — |
| 6-6000 | Travel & Entertainment | $95,000 | — |
| 6-7000 | Professional Fees | $220,000 | — |
| 6-8000 | IT & Software | $340,000 | — |
| 6-9000 | Training & Development | $65,000 | — |
| 7-1000 | Gain on Asset Sale | — | $85,000 |
| 7-2000 | Foreign Exchange Gain | — | $42,000 |
| 8-1000 | Income Tax Expense | $620,000 | — |
Upcoming Renewals
Contracts due next 14 days
| Contract | Client | Amount | Due Date | Status |
|---|---|---|---|---|
| INV-0882 | TechDistrib Inc. | $24,500 | Jul 05 | Due Soon |
| INV-0885 | CloudHost Ltd. | $12,800 | Jul 08 | Due Soon |
| INV-0888 | OfficePro Supply | $6,200 | Jul 10 | Future |
| INV-0890 | Consulting Plus | $18,000 | Jul 12 | Future |
| INV-0875 | MegaNetwork | $32,000 | Jul 03 | Overdue |
| INV-0901 | DataSys Solutions | $45,200 | Jul 02 | Overdue |
| INV-0902 | Prime Logistics | $15,600 | Jul 04 | Due Soon |
| INV-0903 | GreenEnergy Corp | $28,900 | Jul 05 | Due Soon |
| INV-0904 | SmartBuild Ltd. | $8,750 | Jul 07 | Due Soon |
| INV-0905 | MediCare Supplies | $19,300 | Jul 09 | Due Soon |
| INV-0906 | AquaPure Systems | $11,400 | Jul 11 | Future |
| INV-0907 | BuildRight Materials | $36,800 | Jul 13 | Future |
| INV-0908 | FreshFoods Group | $9,200 | Jul 14 | Future |
| INV-0909 | AutoParts Inc. | $22,600 | Jul 15 | Future |
| INV-0910 | CloudNet Services | $14,100 | Jul 16 | Future |
| INV-0911 | Sunrise Energy | $41,500 | Jun 28 | Overdue |
| INV-0912 | Urban Design Co | $7,800 | Jun 30 | Overdue |
| INV-0913 | SafeGuard Security | $5,400 | Jul 01 | Overdue |
| INV-0914 | EcoFriendly Pkg | $16,200 | Jul 02 | Overdue |
| INV-0915 | StarTech Systems | $33,000 | Jul 04 | Due Soon |
| INV-0916 | Blue Ocean Ltd. | $10,500 | Jul 06 | Due Soon |
| INV-0917 | Golden Gate Inc. | $27,300 | Jul 08 | Due Soon |
| INV-0918 | Silver Lake Corp | $6,800 | Jul 10 | Future |
| INV-0919 | Northern Lights Co | $38,100 | Jul 12 | Future |
| INV-0920 | Southern Cross Ltd | $13,400 | Jul 14 | Future |
| INV-0921 | Pacific Rim Group | $21,000 | Jul 16 | Future |
| INV-0922 | Atlantic Partners | $9,600 | Jul 17 | Future |
| INV-0923 | Highland Ventures | $17,800 | Jun 29 | Overdue |
| INV-0924 | Valley Industries | $4,200 | Jun 30 | Overdue |
| INV-0925 | RidgeTop Inc. | $29,500 | Jul 01 | Overdue |
| INV-0926 | Mountain View Corp | $11,200 | Jul 03 | Overdue |
| INV-0927 | RiverSide Ltd. | $25,400 | Jul 06 | Due Soon |
| INV-0928 | Harbor Freight Co | $7,100 | Jul 09 | Due Soon |
| INV-0929 | Ocean View Hotel | $34,600 | Jul 11 | Future |
| INV-0930 | Desert Palm Resort | $18,900 | Jul 13 | Future |
| INV-0931 | Forest Woods Ltd. | $8,300 | Jul 15 | Future |
| INV-0932 | LakeSide Properties | $42,000 | Jul 17 | Future |
| INV-0933 | FieldStone Group | $5,800 | Jul 18 | Future |
| INV-0934 | MeadowBrook Inc. | $15,500 | Jun 27 | Overdue |
| INV-0935 | HillTop Enterprises | $23,100 | Jun 29 | Overdue |
| INV-0936 | CrestView Solutions | $9,900 | Jul 02 | Overdue |
| INV-0937 | Peak Performance Ltd | $31,200 | Jul 05 | Due Soon |
| INV-0938 | Summit Strategies | $6,400 | Jul 07 | Due Soon |
| INV-0939 | BaySide Logistics | $19,700 | Jul 09 | Due Soon |
| INV-0940 | Coastal Trading Co | $12,300 | Jul 11 | Future |
| INV-0941 | Delta Distribution | $28,400 | Jul 14 | Future |
| INV-0942 | Sigma Supplies Co | $7,500 | Jul 16 | Future |
| INV-0943 | Omega Group Ltd. | $35,200 | Jul 18 | Future |
| INV-0944 | Alpha Enterprises | $10,800 | Jul 19 | Future |